&Partners celebrates 2026 Forbes Best-in-State Next-Gen Wealth Advisors

ST. LOUIS, August 11, 2026 — &Partners announced today that four financial advisors partnered with the firm have been named to the 2026 Forbes Best-in-State Next-Gen Wealth Advisors list.

The annual Forbes ranking recognizes wealth advisors under 40 who have distinguished themselves within the industry.

“We believe recognition like this reflects the dedication, knowledge, and commitment these advisors bring to their clients and communities,” said John Alexander, founding partner of &Partners. “Mike, Trey, Nick, and Max have already built the kind of client trust and disciplined practices that define great advice — and they’re doing it with decades of opportunity still ahead of them. That’s exactly the kind of talent we built &Partners to support.”

The recognition comes at an important moment for the wealth management industry. According to Cerulli Associates, 35% of financial advisors, representing 40% of industry assets, plan to retire within the next decade. That makes developing the next generation of advisor talent increasingly important to the future of the profession.

&Partners is committed to supporting the next generation of financial advisors by increasing the visibility of successful young advisors, providing training and tools to help them succeed, and supporting the growth of their practices over time. The firm continues to invest in platforms, resources, and a collaborative community designed to help advisors deliver strong long-term outcomes for clients while building successful practices on their own terms.

The Forbes Best-in-State Next-Gen Wealth Advisors list is developed by SHOOK Research and evaluates candidates using qualitative and quantitative criteria, including revenue trends, assets under management, compliance records, and industry experience. Eligible advisors must be under 40 with a minimum of four years’ industry experience. Investment performance is not a criterion.

The full list of 2026 honorees is available at: https://www.forbes.com/lists/best-in-state-next-gen-advisors

About &Partners

&Partners is a rapidly growing, advisor-owned wealth management firm built for advisors seeking greater ownership, flexibility, and community. Founded by former Wells Fargo leaders and based in Nashville, Tennessee, and St. Louis, Missouri, the firm offers a hybrid model that combines competitive payouts with equity participation, institutional support, and access to a collaborative peer network. &Partners provides a platform where advisors can build lasting businesses on their terms without sacrificing service, scale, or culture. Clearing and custody services are provided by National Financial Services LLC, a Fidelity company. Our mission is to change financial lives for the better by providing highly personalized advice that seeks to avoid missteps and optimize opportunities. To learn more, visit andpartners.com. 

&Partners is the enterprise trade/marketing name for Ampersand Partners LLC, a Delaware limited liability company, and its subsidiary, &Partners, LLC, a Tennessee limited liability company registered with the U.S. Securities and Exchange Commission as a broker-dealer and investment adviser. Securities and investment advisory services offered through &Partners, LLC, member FINRA and SIPC.

2026 Forbes Best-in-State Next-Gen Wealth Advisors: Awarded August 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/25 – 3/31/26 (Source: Forbes.com). The Forbes Best-in-State Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Media contacts: Trevor Wade, &Partners, trevor.wade@andpartners.com, and Kate Ennis, DAI Partners PR, (301) 580-6726